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T••••• J•••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor38 years in industry

T••••• J•••• M•••••

Advisor at O•••••••••

Wall, NJ | OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b659e54d-e21c-6486-dc15-2294d39ca19b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jun 1, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: O•••••••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 23, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Jan 19, 2022	n/a	yes	OVERLAND PARK, KS\|Wall, NJ	Current employment
C••••••••• C•••••• M••••••••• I•••	Independent wealth	Feb 2, 2022	Feb 28, 2022	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• • M•••••••• L••	O•••••••••	Jul 20, 2022	Jan 19, 2022	-182	Firm change after gap	Other
C••••••••• C•••••• M••••••••• I•••	n/a	Feb 28, 2022	n/a

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
129397:106766:NJ:2022-07-20	Jul 20, 2022	Jan 19, 2022	BASKING RIDGE, NJ	Firm change after gap

Relationships

Registered with (3)

→ O•••••••••Registered adviserregistration: current employment
Jan 19, 2022 to presentfactForm ADV
→ G•••••• • M•••••••• L••Registered adviserregistration: previous registration
Jul 26, 2018 to Jul 20, 2022factForm ADV
→ C••••••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Feb 2, 2022 to Feb 28, 2022factForm ADV

Dated events

Occurred
Jul 20, 2022
Advisor changed firm
T••••• J•••• M••••• left G•••••• • M•••••••• L•• for Onedigital (registered 2022-01-19)
Form ADVobserved 6 days ago
Occurred
Feb 28, 2022
Advisor departed, no destination yet
T••••• J•••• M••••• no longer registered at C••••••••• C•••••• M••••••••• I•••; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Jan 31, 2022
Advisor changed firm
T••••• J•••• M••••• left C••••••••• C•••••• M••••••••• I••• for G•••••• • M•••••••• L•• (registered 2018-07-26)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b659e54d-e21c-6486-dc15-2294d39ca19b
First observed: Jun 1, 2004
Last observed: Sep 15, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.